A dedicated Client Success Champion will work closely with the client to launch, manage and maximize program engagement — providing guidance every step of the way.
Employee Benefits Platform
Live Well
A financial wellness program to help employees improve their financial lives.
Why Financial Wellness Matters
Financial stress impacts life. Live Well helps employees thrive.
Employees today are navigating a more complex financial world than ever before. Live Well empowers them with education, coaching and resources that help build confidence, reduce stress and support personal and workplace wellbeing.
56%
Percent of employees who are stressed about their financial situation*
49%
Percent of financially stressed employees who are embarrassed to seek guidance on their finances*
1 in 3
Number of full-time employees who say that money worries have negatively impacted their productivity at work**
Sources:
*PwC’s Employee Financial Wellness Survey, 2022; **Bankrate survey April 12-14, 2023
Real people.
Real partnership.
Real impact.
Real people. Real partnership. Real impact.
Financial Guide
Personalized digital guidance to help employees navigate life’s most important financial decisions.
1-on-1 Coaching
Access to a team of licensed financial advisors for personalized conversations and actionable planning.
Smart Money Talks
Monthly live sessions covering timely financial topics and everyday money management.
Life and Legacy Services
Estate, insurance and Medicare guidance to protect what matters and plan for the future.
Certain services may include an additional fee.
Personalized Email Campaigns
Engaging content delivered right to employees’ inboxes to maximize awareness and participation.
Access to Specialized Services
Exclusive access to solutions including student loan refinancing, mortgage support and more.
Resources at a Glance
Tools and resources to introduce Live Well
Financial Wellness
Live Well Presentation
Download resource
Creative Planning Info
About Creative Planning Video
Watch video
Financial Wellness
Live Well Brochure
Download resource
Live Well. Helping employees build confidence in their financial future.
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Browse FAQs
All you need to know
How does Live Well help improve employee financial wellness?
The Live Well financial wellness program helps employees by reducing financial stress through education and personalized coaching, and by providing practical tools for budgeting, debt management and savings. It supports long-term goals like retirement planning, offers emergency savings options and incentivizes healthy financial habits. By helping improve confidence and stability, the program boosts productivity, engagement and retention while fostering a positive workplace culture.
What types of resources are available through the program?
Live Well provides employees with tools and guidance to help manage their finances effectively. Key resources include the Financial Guide Platform for budgeting, spending tracking and credit monitoring, plus a virtual assistant for 24/7 insights. Employees can schedule Always-On 1:1 Meetings with a licensed financial advisor and join Smart Money Talks, which are monthly webinars on practical topics like budgeting and investing. Additional support includes Life and Legacy Services for estate planning and insurance, personalized email campaigns and specialized services such as student loan refinancing and mortgage assistance.
How can employees connect with a financial advisor?
Employees can easily connect with a licensed financial advisor through Always-On 1:1 Meetings, scheduled via a dedicated link, email or phone number. These sessions provide personalized advice on retirement readiness, debt management and investment strategies, helping employees create actionable plans tailored to their goals.
How do we measure success and engagement?
Live Well drives measurable success through strong engagement and consistently high Net Promoter Scores, reflecting the trust and satisfaction of participants. With a dedicated Client Success Champion focused on feedback and continuous improvement, the program is designed to deliver lasting impact and exceptional value for every client.